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Oak Wealth Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Oak Wealth Advisors’s Portfolio FNDX Stock Details FNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$240K Hold
9,794
– – 0.15% 54
2025
Q1 		$231K Sell
9,794
-772
-7% -$18.2K 0.17% 49
2024
Q4 		$250K Buy
+10,566
New +$250K 0.19% 53